Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 31, 2025 Q3 2025

Clark Financial Services Group Inc

  • VOO
  • SPY
  • VTV
  • IVW
  • VUG
  • AAPL
  • RTX
Clark Financial Services Group Inc 's Q3 2025 Portfolio
Portfolio Value 184 Million
Stocks 170
Filing on Oct 31, 2025 Q3 2025

Red Cedar Investment Management, LLC

  • VONE
  • IWB
  • IJH
  • EWJ
  • IEMG
  • GDX
  • SCHF
Red Cedar Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 834 Million
Stocks 82
Filing on Oct 31, 2025 Q3 2025

Windmill Hill Asset Management LTD

  • SPYX
  • GE
  • V
  • MSFT
  • MCO
  • GOOGL
  • URA
Windmill Hill Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 377 Million
Stocks 24
Filing on Oct 31, 2025 Q3 2025

Kornitzer Capital Management Inc

  • MSFT
  • CVX
  • AAPL
  • LLY
  • COST
  • GOOGL
  • XOM
Kornitzer Capital Management Inc 's Q3 2025 Portfolio
Portfolio Value 4.72 Billion
Stocks 501
Filing on Oct 31, 2025 Q3 2025

Purkiss Capital Advisors LLC

  • BRK-B
  • AAPL
  • IAU
  • MSFT
  • AVGO
  • NVDA
  • GOOGL
Purkiss Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 209 Billion
Stocks 167
Filing on Oct 31, 2025 Q3 2025

Poinciana Advisors Group, LLC

  • AVUV
  • VGIT
  • DFAC
  • AVDV
  • VTIP
  • DFIV
  • AVEM
Poinciana Advisors Group, LLC's Q3 2025 Portfolio
Portfolio Value 118 Billion
Stocks 124
Filing on Oct 31, 2025 Q3 2025

National Wealth Management Group, LLC

  • TCHP
  • IVV
  • NVDA
  • QQQ
  • QQQM
  • META
  • MSFT
National Wealth Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 265 Billion
Stocks 228
Filing on Oct 31, 2025 Q3 2025

Tufton Capital Management

  • MSFT
  • AAPL
  • JPM
  • GOOG
  • TJX
  • GLW
  • ADP
Tufton Capital Management's Q3 2025 Portfolio
Portfolio Value 559 Million
Stocks 118
Filing on Oct 31, 2025 Q3 2025

Monte Financial Group, LLC

  • WFC
  • RTX
  • HSY
  • HD
  • ABT
  • DELL
  • JNJ
Monte Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 270 Million
Stocks 92
Filing on Oct 31, 2025 Q3 2025

Instrumental Wealth, LLC

  • IJH
  • IVW
  • IVE
  • IVV
  • IEFA
  • RSP
  • COWZ
Instrumental Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 143 Billion
Stocks 71
Filing on Oct 31, 2025 Q3 2025

Copia Wealth Management

  • SPLG
  • TBIL
  • GLD
  • COWZ
  • SPYV
  • STIP
  • XLG
Copia Wealth Management's Q3 2025 Portfolio
Portfolio Value 135 Billion
Stocks 473
Filing on Oct 31, 2025 Q3 2025

Grove Street Fiduciary, LLC

  • EMQQ
  • VOE
  • BNDX
  • FMQQ
  • SCHP
  • SCHZ
  • VSS
Grove Street Fiduciary, LLC's Q3 2025 Portfolio
Portfolio Value 212 Billion
Stocks 70
Filing on Oct 31, 2025 Q3 2025

Parthenon LLC

  • MSFT
  • BRK-B
  • META
  • GOOGL
  • AAPL
  • PAYX
  • GOOG
Parthenon LLC's Q3 2025 Portfolio
Portfolio Value 887 Million
Stocks 129
Filing on Oct 31, 2025 Q3 2025

Heritage Wealth Management, Inc./Texas

  • DFUS
  • DFUV
  • DFAS
  • DFAI
  • MUB
  • DFCF
  • DUHP
Heritage Wealth Management, Inc./Texas's Q3 2025 Portfolio
Portfolio Value 227 Billion
Stocks 39
Filing on Oct 31, 2025 Q3 2025

Avantax Planning Partners, Inc.

  • SCHG
  • SCHV
  • SCHD
  • SCHZ
  • SCHF
  • JPIB
  • SPTL
Avantax Planning Partners, Inc.'s Q3 2025 Portfolio
Portfolio Value 3.45 Billion
Stocks 438
Filing on Oct 31, 2025 Q3 2025

Harvey Capital Management Inc

  • NVDA
  • AMZN
  • GOOG
  • AAPL
  • MSFT
  • NEM
  • URI
Harvey Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 464 Million
Stocks 85
Filing on Oct 31, 2025 Q3 2025

Redw Wealth LLC

  • VTI
  • JQUA
  • VEA
  • AVUS
  • IVV
  • JPST
  • BSV
Redw Wealth LLC's Q3 2025 Portfolio
Portfolio Value 262 Million
Stocks 112
Filing on Oct 31, 2025 Q3 2025

White Wing Wealth Management

  • VTI
  • JPST
  • VEA
  • VB
  • QQQ
  • SCHJ
  • VIG
White Wing Wealth Management's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 34